Top 8 Relationship banker Jobs in Crestview, Fl

Relationship Banker II
Trustmark Bank —Niceville, FL
- Full-time
- Management
- Computer literacy
- Mid-level
Relationship Banker Business Specialist
PNC Financial Services Group —Fort Walton Beach, FL
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Wellness program
- Health savings account
Personal Banker
PNC Financial Services Group —Niceville, FL
- Full-time
- Office
- 3 years
- No degree
- Wellness program
- Health savings account
Relationship Banker I/Teller
CCB Community Bank —Niceville, FL
- From $16 an hour
- Full-time
- Word processing
- Computer literacy
- Basic math
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Member Service Representative
All In Credit Union —Crestview, FL
Perform administrative tasks including filing, data entry, equipment maintenance, and answering phones. Process and authenticate financial transactions such as…
$18.80 - $28.17 an hour
4d
Teller
PNC Financial Services Group —Niceville, FL
Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Processes a variety of customer interactions.
1d

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Client Relationship Consultant 1-4 (Banker) - Columbus, OH Branches
U.S. Bank National Association —Hilliard, OH
Provides a consistent optimal client experience, including greeting clients and processing basic transactions. High school diploma or equivalent.
$20 - $22 an hour
11d
Relationship Banker
Telhio Credit Union —Columbus, OH
Cross-sell credit union products by answering inquiries; informing members of new services and products promotions; ascertaining customer needs; directing…
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Relationship Banker II

Trustmark Bank -
Niceville, FL

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Job Details

Full-time

Qualifications

Computer operation
Customer communication
High school diploma or GED
Desktop applications
Time-based sales targets
Activity sales targets
Computer skills
Retail math

Full Job Description

Overview:

Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer’s satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions.

Responsibilities:

Identify customer needs and make the appropriate referrals through proactive sales/service efforts.
Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc.
Deliver exceptional customer experience that follows Trustmark’s service standards.
Continually safeguard the bank’s assets and security of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, loan payments and the opening, closing and other maintenance of customer accounts).
Balances cash drawer daily for both the cash totals and to ensure appropriate documents have been executed.
Achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales.
Making outreach calls to customers and/or prospects.
Comply with the bank’s guidelines, policies, procedures, and standards of performance.
Coach and serve as a mentor to Relationship Bankers and Tellers.
Provide oversight and responsibility to review/approve various transactions to include night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers.
Handle the cash shipment and vault management for a branch.
Ability to handle the origination of consumer loans.
Perform additional duties as assigned.

Qualifications:

High school diploma or GED
2 years of face-to-face customer service experience, retail sales experience or prior Trustmark Relationship Banker experience with a demonstrated track record of exceeding the individual performance goals.
Able to learn Trustmark consumer and/or mortgage lending guidelines and process applicable loans within 2 years of employment
Be able to register with the National Mortgage Licensing System and Registry (NMLS)
Able to use basic math concepts and can handle routine transactions and close out the cash drawer
Exceptional customer service skills with the ability to learn and communicate Trustmark products
Pass appropriate assessment tests related to customer service and math skills
Able to meet sales goals in a retail environment
Basic computer skills and the ability to learn internal technology systems to perform work tasks
Strong interpersonal and communication skills both verbal and written
Time management skills
Detail-oriented with a focus on quality and accuracy
Demonstrate professional appearance and mannerisms as this position works with the public on a daily basis
Prior supervisory experience in a retail or bank environment preferred
Prior experience processing consumer or mortgage loans preferred
2 years of banking industry knowledge specifically of the Relationship Banker position preferred

Physical Requirements/Working Conditions: Must be able to sit or stand for long periods of time and use a computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins.

Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment

Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.

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relationship banker jobs in crestview, fl

Relationship Banker II

Relationship Banker Business Specialist

Personal Banker

Relationship Banker I/Teller

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